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            Convert a Negative Invoice Line to a Credit Note

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            Convert a Negative Invoice Line to a Credit Note

            When you amend an order to decrease the quantity of an order product, your next invoice often has a corresponding invoice line with a negative balance. Convert these negative invoice lines to credit notes and issue those credit notes as refunds or apply them to other invoice lines. (Salesforce Billing Managed Package)

            Required Editions

            Available in: Salesforce Billing Summer ’17 and later

            You can also use REST API to evaluate several invoices at once and automatically generate the necessary credit notes. For more information, review REST API for Converting Invoice Lines with Negative Balances in the Salesforce Billing Developer Guide.

            If you invoice an amended order product that has a negative price, the resulting invoice line has a negative balance. For example, let’s say you amended an order to reduce the quantity of your SaaS subscriptions from 4 to 3. The reduction created an amendment order product with a price of -$100. If your billing setup invoices the order product as one invoice line without any price changes, it will appear as an invoice line with an amount of -$100 on your next invoice.

            In this scenario, we’ll assume that your invoice has an invoice line with a balance of -$500 and an invoice line with a balance of -$200.

            1. Go to your invoice and click Convert Negative Lines.
              Salesforce Billing displays the Create Credit Note From Negative Lines page. The page displays all your invoice’s lines with a negative balance.
              Note
              Note After you click Convert Negative Lines, the Cancel and Rebill action on the invoice is disabled.
            2. Select the negative invoice lines you want to convert. Click Convert.
            3. Salesforce Billing creates a credit note containing a credit note line with a balance of $500 and a credit note line with a balance of $200. You can access this credit note on your invoice’s Credit Notes related list.
             
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